荷兰国际集团（ING）的Min Joo Kang报告称，日本央行的加息步伐可能“相当渐进“。这位负责日本和韩国事务的高级经济学家表示，由于对长期财政健康状况和不断加重的偿债负担的担忧，日本金融市场可能保持不稳定，这可能会影响该国的经济表现。她称：“进一步的财政刺激可能会对经济产生反作用。“她补充说，现任政府可能会维持其扩张性政策立场，这对2026年的经济构成重大风险。荷兰国际集团认为，10月是日本央行下一次加息最有可能的时机。

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